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Redwood Investments’s Caterpillar CAT Stock Holding History

Redwood Investments’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-46,869
Closed -$5.09M – 175
2014
Q2 		$5.09M Buy
+46,869
New +$4.92M 0.64% 56

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Redwood Investments's CAT Position: Q3 2014 in Review

Redwood Investments sold out of Caterpillar (CAT) in Q3 2014, closing a stake of 46,869 shares — an estimated $5.09M sold.

Redwood Investments first reported a position in CAT in Q2 2014 and held it in 1 quarter. The position peaked at $5.09M in Q2 2014. 1,145 funds tracked by Wall St. Rank hold CAT as of Q3 2014.

  • Redwood Investments reported no remaining Caterpillar position as of Q3 2014 after selling out during the quarter.
  • Redwood Investments sold 46,869 Caterpillar shares in Q3 2014, an estimated $5.09M.
  • Redwood Investments first reported a position in Caterpillar in Q2 2014 and held it in 1 quarter.
  • Redwood Investments's Caterpillar position peaked at $5.09M in Q2 2014.
  • 1,145 funds tracked by Wall St. Rank held Caterpillar as of Q3 2014.

Based on Redwood Investments's 13F filing for Q3 2014, filed 22 Oct 2014.